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Beam Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beam Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.71M Buy
+37,918
New +$4.57M 1.04% 19
2025
Q4 		– Sell
-40,984
Closed -$4.8M – 111
2025
Q3 		$4.8M Sell
40,984
-8,496
-17% -$946K 1.31% 17
2025
Q2 		$5.25M Sell
49,480
-12,356
-20% -$1.18M 1.57% 14
2025
Q1 		$5.58M Sell
61,836
-2,340
-4% -$231K 1.88% 10
2024
Q4 		$6.44M Sell
64,176
-2,708
-4% -$266K 2.04% 10
2024
Q3 		$6.28M Buy
66,884
+1,944
+3% +$176K 1.9% 10
2024
Q2 		$5.92M Sell
64,940
-11,224
-15% -$958K 1.97% 10
2024
Q1 		$6.42M Sell
76,164
-284
-0.4% -$22.9K 3.86% 5
2023
Q4 		$5.79M Buy
76,448
+824
+1% +$58.3K 3.67% 7
2023
Q3 		$5.03M Sell
75,624
-4,884
-6% -$337K 3.57% 7
2023
Q2 		$5.54M Buy
80,508
+19,352
+32% +$1.23M 3.84% 8
2023
Q1 		$3.74M Buy
61,156
+1,448
+2% +$83.4K 3.75% 3
2022
Q4 		$3.2M Buy
59,708
+11,000
+23% +$605K 3.33% 4
2022
Q3 		$2.56M Buy
48,708
+1,356
+3% +$79.7K 2.85% 4
2022
Q2 		$2.59M Buy
47,352
+12,444
+36% +$747K 2.88% 6
2022
Q1 		$2.42M Buy
34,908
+1,584
+5% +$108K 2.78% 9
2021
Q4 		$2.55M Buy
33,324
+1,736
+5% +$129K 2.92% 7
2021
Q3 		$2.16M Sell
31,588
-524
-2% -$37.1K 1.86% 11
2021
Q2 		$2.18M Sell
32,112
-11,580
-27% -$747K 1.88% 10
2021
Q1 		$2.65M Buy
43,692
+772
+2% +$47K 2.37% 6
2020
Q4 		$2.59M Sell
42,920
-7,320
-15% -$417K 2.44% 7
2020
Q3 		$2.72M Buy
50,240
+548
+1% +$28.9K 2.55% 6
2020
Q2 		$2.48M Buy
49,692
+8,384
+20% +$369K 2.5% 6
2020
Q1 		$1.56M Buy
+41,308
New +$1.78M 1.54% 12

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Beam Wealth Advisors's IWF Position: Q2 2026 in Review

Beam Wealth Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 37,918 shares worth $4.71M. The stake represents 1.04% of the portfolio and ranks #19 among its holdings. This is a return to the name: Beam Wealth Advisors previously reported a position in IWF as recently as Q3 2025.

Beam Wealth Advisors first reported a position in IWF in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.44M in Q4 2024. 1,256 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Beam Wealth Advisors held 37,918 shares of iShares Russell 1000 Growth ETF worth $4.71M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Beam Wealth Advisors position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 1.04% of Beam Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Beam Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • Beam Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $6.44M in Q4 2024.
  • 1,256 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.